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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
November 20, 2015

Dashboard Subscriptions for Dashboards with Filters

  • November 20, 2015
  • 18 replies
  • 126 views
We are loving the new subscriptions for dashboards!  However, we have several dashboards set up with filters at the dashboard level, and those don't appear to carry over to the subscription email.  For instance, we have a dashboard for Sales Cost Center so that you can filter the dashboard to the sales cost center you want to see the data for.  The subscription sends you all the dashboard data and doesn't allow you to apply the filter.  Could that be something that's added?

      18 replies

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      chris_beaven
      chris_beaven
      Contributor ⭐️⭐️
      June 24, 2016
      Hi Sumesh,

      Any insight into where this is on the roadmap? It would be great to be able to send filtered dashboards via CoPilot.

      Thanks!
        darkknight
        darkknight
        Expert ⭐️
        July 7, 2016
        Also looking for an update
        Jeff Kirkpatrick
        darkknight
        darkknight
        Expert ⭐️
        July 7, 2016
        Also looking for an update
        Jeff Kirkpatrick
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        August 9, 2016
        +1 on the ability to send dashboards with filters that are set to "Current User"
        VP of Customer Success at Forcepoint
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        October 12, 2016
        I've reopened this thread and added the current product manager for comment on the enhancement to email dashboards with filters set to "current user." This came up in the customer release webinar yesterday too.
        Lila Krutel, Dir. Global Education Services
        darkknight
        darkknight
        Expert ⭐️
        October 12, 2016
        And not just if CSM = "Current User" but any global filter that may be applied to the dashboard.
        Jeff Kirkpatrick
          elaine_cleary
          elaine_cleary
          Helper ⭐️⭐️
          September 14, 2017
          According to our documentation we still don't have a way to email dashboards internally that respect filters for a single CSM or just the "current user's data" (for example). Is this on our Product Roadmap?  Also, can other Global Dashboard Filters be set up to be respected for emailing purposes?  Thanks!
            theresalucius
            theresalucius
            Helper ⭐️
            March 3, 2020

            We’ve created a dashboard that our management teams would like to have emailed to them weekly, with the filters on the dashboard set to only show their teams data. According to this thread, it’s not available, so we may need to create 6 separate versions of the dashboard if we want to be able to email it out. This is not preferable given that we don’t want to have to maintain 6 versions of the dashboard. Do we have any updates on whether the option to apply a filter for each recipient will be available?

            Theresa Lucius
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